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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

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The RealReal (REAL) Soars 15.8%: Is Further Upside Left in the Stock?

The RealReal (REAL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

THE REALREAL ANNOUNCES REFINANCING OF 2029 SENIOR SECURED NOTES WITH NEW $150 MILLION TERM LOAN AND $25 MILLION REVOLVING CREDIT FACILITY

THE REALREAL ANNOUNCES REFINANCING OF 2029 SENIOR SECURED NOTES WITH NEW $150 MILLION TERM LOAN AND $25 MILLION REVOLVING CREDIT FACILITY THE REALREAL ANNOUNCES REFINANCING OF 2029 SENIOR SECURED NOTES WITH NEW $150 MILLION TERM LOAN AND $25 MILLION REVOLVING CREDIT FACILITYPR NewswireSAN...

The RealReal Announces Timing of Its Third Quarter 2026 Earnings Conference Call

The RealReal Announces Timing of Its Third Quarter 2026 Earnings Conference Call The RealReal Announces Timing of Its Third Quarter 2026 Earnings Conference CallPR NewswireSAN FRANCISCO, Oct. 14, 2026SAN FRANCISCO, Oct. 14, 2026 /PRNewswire/ -- The RealReal(Nasdaq: REAL)the world's largest online...

The RealReal Expands Ask TRR AI Shopping Agent With Google Cloud's Gemini Enterprise

The RealReal Expands Ask TRR AI Shopping Agent With Google Cloud's Gemini Enterprise The RealReal Expands Ask TRR AI Shopping Agent With Google Cloud's Gemini EnterprisePR NewswireSAN FRANCISCO and SUNNYVALE, Calif., Oct. 8, 2026Ask TRR enhances personalized discovery across more than one million...

THE REALREAL OPENS FIRST MASSACHUSETTS STORE IN CHESTNUT HILL

THE REALREAL OPENS FIRST MASSACHUSETTS STORE IN CHESTNUT HILL THE REALREAL OPENS FIRST MASSACHUSETTS STORE IN CHESTNUT HILLPR NewswireNEWTON, Mass., Sept. 16, 2026 New Boston-area location brings personalized luxury consignment, authentication expertise and a constantly evolving assortment of...

The RealReal (REAL) Posts Record Sales, But The Losses Keep Growing

The RealReal (REAL) Posts Record Sales, But The Losses Keep Growing...

The RealReal Expands Los Angeles Presence with New Glendale Store

The RealReal Expands Los Angeles Presence with New Glendale Store The RealReal Expands Los Angeles Presence with New Glendale Store PR Newswire GLENDALE, Calif., Sept. 9, 2026 New Glendale location brings authenticated luxury resale, expert consignment services and a constantly evolving assortment...

SharkNinja's Category Strength Fuels Growth Across Product Portfolio

SN's broad category growth, led by cooking, beauty and core franchises, supports a higher fiscal 2026 sales outlook and continued innovation.

THE REALREAL'S 2026 RESALE REPORT REVEALS RESALE IS BECOMING FIRST CHOICE FOR SHOPPERS

THE REALREAL'S 2026 RESALE REPORT REVEALS RESALE IS BECOMING FIRST CHOICE FOR SHOPPERS THE REALREAL'S 2026 RESALE REPORT REVEALS RESALE IS BECOMING FIRST CHOICE FOR SHOPPERS PR Newswire SAN FRANCISCO, Aug. 25, 2026 What's Gaining Value, What's Next and How America Is Shopping Luxury NowSAN...

All You Need to Know About The RealReal (REAL) Rating Upgrade to Buy

The RealReal (REAL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

The RealReal, Inc. is an online marketplace for consigned luxury goods, which engages in the consignment of luxury goods across multiple categories, including women's, men's, kids, jewelry, watches, home, and art. It sells pieces from designers such as Chanel, Christian Louboutin, Gucci, Hermes, Louis Vuitton, Prada, Celine, Jimmy Choo, Burberry, and Valentino. The company was founded by Julie Wainwright and Marcy Carmack on March 29, 2011 and is headquartered in San Francisco, CA.

Therealreal Inc

RealReal Stock Rises On Q4 Revenue, GMV Performance: Retail Stays Extremely Bullish

Equity

Bullish Sentiment

Shares of the RealReal Inc. (REAL) rose 1.9% in after-hours trading Friday after the online marketplace for luxury goods posted a bump in its gross merchandise value and revenue for its fourth quarter, with retail staying optimistic.The company’s Q4 gross merchandise value (GMV) and total revenue increased 12% and 14%, respectively, compared to the year-ago period. Its full year 2024 GMV and total revenue increased 6% and 9% in the same period.For the latest quarter, loss per share stood at $0.01, narrower than the $0.04 expected by Wall Street analysts. While its revenue of $163.99 million beat estimates of $163.73 million.For its 2025 fiscal, it projected GMV between $1.96 and $1.99 billion. Revenue is projected between $645 and $660 million, compared to the consensus estimate of $655.98.Sentiment on Stocktwits remained in the ‘extremely bullish’ territory compared to a week ago. Message volume continued to be in the ‘extremely high’ zone.<figure class="image"><img style="aspect-ratio:1320/312;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_24_at_6_44_10_AM_b5f91b8a70.png" alt="Screenshot 2025-02-24 at 6.44.10 AM.png" width="1320" height="312"><figcaption>REAL sentiment meter and message volume on Feb 23</figcaption></figure> One commenter termed the stock as a “long-term” buy-and-hold.<stembedurl>https://stocktwits.com/ShortPress/message/605128611</stembedurl>“We achieved strong fourth quarter and full year 2024 results, exiting the year from a position of strength," said Rati Levesque, President and CEO of The RealReal. “We delivered on key milestones in 2024 including positive Adjusted EBITDA and positive free cash flow for the full year, and we are just getting started.”Levesque added the company is continuing its progress on strategic pillars, unlocking supply, and making efforts to drive operational efficiency. The company also sees significant opportunity to drive operating leverage and improve the consignor experience through enhanced use of AI.CFO Ajay Gopal added that the company’s recent strategic debt transaction has reduced its overall indebtedness.Following the earnings, Baird analyst Mark Altschwager raised the price target to $8.50 from $8 with a ‘Neutral’ rating, noting its Q4 results were in line and profitability is getting real, The Fly reported.RealReal stock is down 41% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image. Source: Getty Images

The company’s Q4 gross merchandise value and total revenue increased 12% and 14%, respectively.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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